Kansas Decedent Refund Claim

Decedent Refund Claim
RF-9 Decedent Refund Claim Rev. 7-22
RF-9
(Rev. 7-22)

KANSAS

110618

DECEDENT REFUND CLAIM

IMPORTANT: Complete a Form RF-9 for each tax year and each refund type. Also enclose proof of death with
each return. See instructions on the back to complete an accurate claim for refund on behalf of a decedent.

REFUND TYPE (Check one):

o K-40, Individual Income Tax
o K-40H, Kansas Homestead Claim
o K-40PT, Kansas Property Tax Relief Claim for Low Income Seniors
o	
K-40SVR, Kansas Property Tax Relief Claim for Seniors and Disabled Veterans
REFUND TAX YEAR: Calendar year: __ __ __ __ ; or fiscal year ending __ __ / __ __ / __ __ .
DECEDENT INFORMATION (Please type or print):
Name of Decedent

Date of Death

Social Security Number of Decedent

CLAIMANT INFORMATION (Please type or print):
Name of Claimant

Social Security Number or EIN

Street address of Claimant

City, State and Zip Code

Relationship to Decedent

Daytime Telephone Number

(

)

I am filing this request for the decedent’s refund as (check only one box):

o Surviving spouse. The refund claim is for a joint income tax return, or homestead claim of a deceased spouse. A copy
of the death certificate or proof of death is enclosed.

o Decedent’s personal representative. A court certificate of my appointment and proof of death are enclosed.
o Heir at law. No estate proceedings were held and there is no surviving spouse. A copy of the death certificate or proof
of death is enclosed. I shall distribute the refund to the decedent’s following heirs at law.
Name

Relationship

Age

___________________________________________________________	 ___________________

____________

___________________________________________________________	 ___________________

____________

___________________________________________________________	 ___________________

____________

___________________________________________________________ 	 ___________________

____________

___________________________________________________________ 	 ___________________

____________

SIGNATURE
I agree to hold the state of Kansas and its agents harmless from any claim and all costs that may arise out of delivery
of the decedent’s refund to me. I understand that I am required by Kansas law to distribute the refund to the decedent’s
estate or heirs.
I declare under the penalties of perjury that to the best of my knowledge and belief this is a true, correct and complete claim.
Signature of Claimant _______________________________________________ 	Date__________________________

INSTRUCTIONS FOR FORM RF-9
GENERAL INFORMATION

REQUIRED DOCUMENTATION

This form is used to claim a refund on behalf of a
deceased taxpayer. You MUST complete a separate
Form RF-9 for each type of tax refund claimed. For
example, if a decedent has a refund on an income tax
(K-40) and a homestead refund (K-40H) for the tax year,
submit Form RF-9 and documentation with each, or for
each, type of return.
If the taxpayer died before filing the Income Tax Return
(K-40), Homestead Refund Claim (K-40H), or the Property
Tax Relief Claim (K-40PT or K-40SVR), enclose the RF-9
and documentation with your form when it is filed.
If the taxpayer died after filing the K-40, K-40H, K-40PT,
or K-40SVR fax the RF-9 and documentation to 785-2968989 or send copies to the mailing address shown in the
next column under Taxpayer Assistance.

Surviving Spouse. If you are a surviving spouse
requesting a refund of less than $100, you must submit
ONE of the following with your return.

SPECIFIC INSTRUCTIONS
Refund Type: Check the appropriate box. NOTE: File
a separate Form RF-9 for each type of refund.
Refund Tax Year: Enter in the appropriate space the
calendar tax year of the refund OR fiscal year end date of
the decedent’s refund.
Decedent Information: Print or type the decedent’s
full name – first, middle initial, and last name. Enter the
date of death as mm/dd/yyyy. Enter the decedent’s Social
Security Number.
Claimant Information: Print or type all the requested
information. The claimant’s Social Security Number (or EIN
if a trust) must be given. This is information the department
will use to mail the refund check. Please include a daytime
phone number so we may contact you if we have questions.
Check the appropriate box for the reason you are
claiming the decedent’s refund. You must enclose the
required documentation with each Form RF-9. See
Documentation Required to Claim a Decedent Refund.
If you are an heir at law, provide the name, relationship
and age of all the decedent’s heirs at law; listing yourself
on the first line. If additional space is needed, attach a
separate sheet.
Signature: Read the statements at the bottom, sign
and date the form.

• Federal Form 1310, Statement of Person Claiming
Refund Due a Deceased Taxpayer
• Death certificate
• Obituary statement
• Funeral home notice
• Kansas Form RF-9, Decedent Refund Claim
If you are a surviving spouse requesting a refund of
$100 or more, you must submit TWO documents to claim
the refund.
•	 Proof of death (death certificate, obituary
statement or funeral home notice), AND
•	 Kansas Form RF-9, Decedent Refund Claim
Personal Representatives. A personal representative
is the executor or administrator of the decedent’s estate as
certified or appointed by the court. You must submit TWO
documents to claim a decedent refund.
•	 A copy of the Letters of Administration AND
•	 Kansas Form RF-9, Decedent Refund Claim
Heir at Law. If a refund of any amount is requested by
someone other than a surviving spouse, you must submit
TWO documents to support your claim for refund.
•	 Proof of death (death certificate, obituary
statement or funeral home notice), AND
•	 Kansas Form RF-9, Decedent Refund Claim
TAXPAYER ASSISTANCE
For assistance in completing Form RF-9 contact the
Kansas Department of Revenue:
	

By mail

Walk-in

	Kansas Department of Revenue
	Customer Relations/Income Tax
	
PO Box 750260
	 Topeka, KS 66699-0260

Taxpayer Assistance Center
Scott Office Building
120 SE 10th Ave.
Topeka, KS

Phone: 785-368-8222
Fax: 785-296-8989

This form and other tax forms are available from our
website at: ksrevenue.gov